Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,358
Closed -$2.17M 385
2024
Q4
$2.17M Buy
10,358
+9,142
+752% +$1.92M 0.32% 41
2024
Q3
$349K Buy
1,216
+28
+2% +$8.05K 0.05% 346
2024
Q2
$372K Buy
+1,188
New +$372K 0.06% 279